Pilot Software

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About Pilot

Pilot is a cloud-based accounting solution that assists small to medium-sized businesses with financial reporting and cash flow analysis. Its key features include accounts payable/receivable, bookkeeping, data export, expense calculations, invoice volume, ledger, and reimbursements. The application comes with an accrual-based bookkeeping tool that provides teams with business insights. It allows users to connect their existing services such as Gusto and Expensify and automates data collection. The reporting functionality generates monthly reports which include profit and loss statements, balance sheets, and cash flow statements. Pilot integrates with third-party applications such as Quickbooks and Stripe and supports unlimited transactions and connections. It is avail...

Pilot Pricing

Starting price: 

$399.00 per month

Free trial: 

Not Available

Free version: 

Not Available

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Pilot User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

5

Value for money

4.5

Customer support

5

Functionality

4.5

Showing 1 - 5 of 15 reviews

User Profile

Max

Givebutter

Verified reviewer

Company size: 11-50 employees

Industry: Fund-Raising

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Reviewed April 2021

Happy Customer: Bookkeeping, Tax, CFO, R&D

We started with Pilot Bookkeeping and have been adding on services (CFO, Tax, R&D) ever since due to our satisfaction with their services and their efficient, effective all-in-one approach.

Pros

As a fast-growing tech company, it was extremely important to us that we partnered with a like-minded firm on our financials. We don't have this expertise in-house, but for a fraction of the cost we've been able to outsource and automate enormous amounts of the legwork involved with our monthly reconciliation process, CFO/Board Reporting, Tax, and R&D filings. On top of that, Pilot continues to proactively create value for our business thanks to their talented team, wealth of knowledge with similar businesses as ours, and dedication to top-knotch customer service. As the ultimate testimonial, I frequently recommend Pilot to other entrepreneurs and personal friends of mine.

Cons

My only regret is not working with them sooner! Pilot has saved me hundreds of hours through their highly technical, automation-forward approach to everything they do.

Reasons for choosing Pilot

I especially loved that Pilot builds on top of existing accounting software like Quickbooks, rather than reinventing the wheel with some proprietary software, and was able to build models in Google Sheets vs. Excel, enabling much better collaboration.

Anonymous

Verified reviewer

Company size: 2-10 employees

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Reviewed April 2021

Great Onboarding Experience and Ancillary Services

Our prior accountant closed unexpectedly and quickly and we were in a bind. From sales to onboarding to BAU support, the Pilot team has been incredibly responsive and patient with us as we uncovered mistakes that needed to be addressed asap. Additionally, we realized that we needed some additional reporting for our board and discussed options with the [SENSITIVE CONTENT HIDDEN] services team. It was expensive (for us) but soooo worth it. The added insight that the team provides in addition to the reporting has been invaluable. We've had many conversations about our growth plans etc and I feel like they are an extension of our team. We had recent conversations about leveraging PIlot for R&D Tax Credits. Although, we ultimately determined that we aren't ready to proceed at this point, I now know what we would need to have in place & the benefit should we decide to proceed in the future.

Pros

I'm someone that appreciates human interaction and Pilot makes it easy to engage with the team when I wanted to. I also love, love the dashboard it's easy to use and interactive.

Cons

I wouldn't say anything is missing - I would love to be able to generate reports directly out of Pilot instead of going to QBO - purely for aesthetic reasons because the format doesn't look the same as the monthly reports the team provides.

Reasons for choosing Pilot

Professionalism of the sales team, your investors and leadership team made me feel like you were in a stable place and wouldn't be closing up shop anytime soon, and the team agreed they could assist with some of the issues left unaddressed by our prior accountants.

Reasons for switching to Pilot

Because they closed abruptly and we had 30-60 days to figure it out!

Abby

HeavyConnect

Verified reviewer

Company size: 11-50 employees

Industry: Computer Software

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.

Ease-of-use

5

Customer support

5

Functionality

4

Reviewed July 2021

Great solution for startups pre-finance hire

Overall, Pilot has been terrific. The Bookkeeping team is quick to respond and has been incredibly accommodating with time-sensitive requests from our team. The Tax Product has also been valuable and required much less oversight to manage than our prior tax filings.

Pros

Pilot allows us to focus on running our business without stressing about our books. Our Bookkeeping team highlights the transactions or trends we need to be aware of, allowing us to take action quickly and understand our financial status at a glance. I love Pilot because it gives me the peace of mind that our books are in order and that we have access to a team of professionals to steer us in the right direction. Finance and accounting can be unapproachable for a generalist, and Pilot makes bookkeeping and financial management comprehensible and actionable.

Cons

The portal to classify transactions and provide notes on unrecognized vendors or classifications continues to improve, but can be buggy.

Lars

Magic Labs, Inc.

Verified reviewer

Company size: 11-50 employees

Industry: Information Services

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

5

Value for money

4

Customer support

5

Functionality

4

Reviewed April 2021

Pilot is a helpful ally for a small business

Overall, I am very happy with the service that Pilot provides. I like the software that they offer and I'm excited to see how they continue to iterate and set an even higher bar.

Pros

A consolidated tool for both bookkeeping and tax preparation has been very helpful. - Adding a new account or connection is easy - I'm able to see the status of my corporate tax filing - Contacting my tax representative is easy - Vendors and transactions are in a centralized repository I'm prompted for input once a month or when deadlines arrive to sort and code a short list of new vendors or unusual transactions, but otherwise the Pilot portal (and service) allows me spend more time focused on taking care of my employees and running the business.

Cons

I hope to see Pilot build out features for greater account customization and security in the coming months: - Two factor authentication (2FA) or multi-factor authentication (MFA) made available - Dashboard for updating email, password, security features - Dashboard for adding/removing users and setting a security policy (ex: 2FA) - Contact information for my bookkeeping team embedded into my Pilot dashboard the same way that it is for my Pilot tax team

Tiffany

Tax professional

Verified reviewer

Company size: 11-50 employees

Industry: Financial Services

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

5

Customer support

5

Functionality

5

Reviewed June 2021

Time Saver

Pros

We use pilot for our bookkeeping needs and absolutely love it. It has made the handling of taxes in particular so much simpler. I love that it connects our accounts and takes some of the work-load off when it comes to running monthly reports.

Cons

There is not really anything I dislike about the software. At the end of the day, it is something that really makes our jobs easier.

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